Remote Appointment Setter - Estate Planning Services Job at United Placement Group, Bradenton, FL

MWZOdFRTYmtyVm81S2EyaGQ0cFJTNkRo
  • United Placement Group
  • Bradenton, FL

Job Description

Remote Appointment Setter – Estate Planning Services

Enjoy the freedom of working from home with flexible hours and excellent compensation!

Are you a friendly, motivated professional with a knack for conversation? Join our reputable estate planning services company as a Remote Appointment Generator and help clients take the next step toward securing their future.

About the Role

As an Appointment Setter, you’ll reach out to warm leads-individuals who have already expressed interest through our direct mail and online inquiries. Your mission: build rapport, provide information, and schedule appointments for our expert consultants, who will guide clients through their estate planning journey.

No cold calling-just genuine conversations with people seeking guidance.

What We Offer

  • 100% remote work with flexible hours
  • Excellent compensation
  • Thorough training and continuous support
  • A positive, mission-driven team environment

Key Responsibilities

  • Contact warm leads via phone to set appointments for estate planning consultations
  • Utilize autodialers and CRM systems (e.g., Salesforce, HubSpot) to manage leads and track progress
  • Follow scripts, handle objections, and connect authentically with diverse individuals
  • Maintain accurate records and ensure a smooth handoff to our consultants

Requirements

  • Minimum 2 years of outbound appointment setting experience
  • At least 1 year of experience working remotely
  • Experience in the financial services sector is a plus
  • Proficient in Microsoft Office Suite (Excel, Word)
  • Familiarity with autodialers and CRM systems
  • Excellent verbal communication and interpersonal skills
  • Strong organizational skills and attention to detail
  • Reliable high-speed internet and a dedicated workspace
  • Impeccable telephone etiquette and the ability to build rapport quickly

Ready to help others achieve peace of mind while enjoying the benefits of remote work? Apply today and join a team that values your skills and supports your success!

Job Tags

Remote job, Flexible hours,

Similar Jobs

Remarkable Hospice Companies

Registered Nurse - PRN Job at Remarkable Hospice Companies

 ...services collaboratively with other healthcare providers such as in nursing facilities, hospitals and home health Oversight and...  ...background checks Drug and alcohol screening One year of registered nursing experience. Two years with hospice preferred Bilingual... 

Starbucks

barista - Store# 05559, CONTRA COSTA & GREGORY Job at Starbucks

**Join us and inspire with every cup!**At Starbucks, it's all about connection. People are at the heart of who we are, especially the people that are a part of our store team. We connect with each other, our customers and our communities to make a positive impact every... 

CA CIB Americas

AML / OFAC Compliance Officer / Advisory (Financial Security) Job at CA CIB Americas

 ...Financial Security team.The position's main responsibilities are centered on the following: reviewing and validating high risk KYC files, and providing AML and/or sanctions related guidance to the Bank's staff on proposed transactions. He/she is expected to have knowledge of... 

Comfort Inn Alpharetta

Housekeeper Job at Comfort Inn Alpharetta

 ...Comfort Inn: 5455 Windward Pkwy. This is a Housekeeping Position . In-house accommodation is provided if needed. Preferably two housekeepers per room. Apply in Person. Your job as a Room Attendant is an important role because you make our hotel feel like home... 

Ardent Health

Registered Nurse / RN OR Job at Ardent Health

 ...Overview Join our team as a rotating shift, PRN, Surgery (OR) Registered Nurse (RN) in Tyler, TX. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better Thrive: We empower our team with career growth opportunities and resources...